| 8/8/2025 | Tortoise Investment Management LLC | 261,530 | $7.70M | 0.7% | +32.7% | 0.161% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 62,709 | $1.85M | 0.0% | +24.1% | 0.039% | |
| 8/8/2025 | Pinney & Scofield Inc. | 160,075 | $4.71M | 3.2% | +14.6% | 0.099% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 1,888,085 | $55.57M | 0.3% | -11.0% | 1.163% | |
| 8/8/2025 | Keyvantage Wealth LLC | 170,603 | $5.02M | 2.3% | +7.7% | 0.105% | |
| 8/8/2025 | Creative Planning | 1,392,492 | $40.98M | 0.0% | +85.7% | 0.858% | |
| 8/8/2025 | Altiora Financial Group LLC | 57,509 | $1.69M | 0.3% | -1.9% | 0.035% | |
| 8/8/2025 | Truepoint Inc. | 1,375,016 | $40.47M | 1.0% | +39.1% | 0.847% | |
| 8/8/2025 | RAM Investment Partners LLC | 18,368 | $541K | 0.1% | +96.4% | 0.011% | |
| 8/8/2025 | W.H. Cornerstone Investments Inc. | 97,982 | $2.88M | 1.8% | +3.9% | 0.060% | |
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| 8/8/2025 | Austin Wealth Management LLC | 16,585 | $495K | 0.1% | N/A | 0.010% | |
| 8/8/2025 | Advyzon Investment Management LLC | 77,352 | $2.28M | 0.5% | +4.7% | 0.048% | |
| 8/7/2025 | Timonier Family Office LTD. | 359,940 | $10.59M | 4.0% | +19.4% | 0.222% | |
| 8/7/2025 | Retirement Solution LLC | 630,891 | $18.57M | 4.7% | +2.0% | 0.389% | |
| 8/7/2025 | Allworth Financial LP | 452,575 | $13.32M | 0.1% | +0.9% | 0.279% | |
| 8/7/2025 | Roberts Glore & Co. Inc. IL | 77,716 | $2.29M | 0.7% | +23.7% | 0.048% | |
| 8/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 328,564 | $9.67M | 0.8% | +2.3% | 0.202% | |
| 8/7/2025 | Alpha Financial Advisors LLC | 473,731 | $13.94M | 5.4% | -9.1% | 0.292% | |
| 8/6/2025 | True Wealth Design LLC | 63,932 | $1.88M | 0.7% | -4.7% | 0.039% | |
| 8/6/2025 | Valued Wealth Advisors LLC | 23,254 | $684K | 0.4% | +10.2% | 0.014% | |
| 8/6/2025 | AE Wealth Management LLC | 3,438 | $101K | 0.0% | +404.1% | 0.002% | |
| 8/6/2025 | Vestmark Advisory Solutions Inc. | 2,671,340 | $78.62M | 1.1% | +117.2% | 1.646% | |
| 8/6/2025 | Savant Capital LLC | 11,772,597 | $346.47M | 2.1% | +25.5% | 7.254% | |
| 8/6/2025 | Modera Wealth Management LLC | 2,457,840 | $72.33M | 0.9% | -16.3% | 1.514% | |
| 8/6/2025 | Summit Wealth Group LLC | 117,453 | $3.46M | 0.9% | +555.1% | 0.072% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 74,559 | $2.19M | 0.1% | N/A | 0.046% | |
| 8/6/2025 | Cloud Capital Management LLC | 37,144 | $1.10M | 0.7% | +275.8% | 0.023% | |
| 8/6/2025 | SNS Financial Group LLC | 90,029 | $2.65M | 0.3% | -6.3% | 0.055% | |
| 8/5/2025 | HFG Advisors Inc. | 43,894 | $1.29M | 1.0% | +10.9% | 0.027% | |
| 8/5/2025 | Clarity Wealth Development LLC | 380,726 | $11.21M | 11.2% | +4.7% | 0.235% | |
| 8/5/2025 | Astra Wealth Partners LLC | 19,159 | $564K | 0.4% | +19.9% | 0.012% | |
| 8/5/2025 | Golden Bell Financial Planning LLC | 21,741 | $640K | 0.6% | +54.3% | 0.013% | |
| 8/5/2025 | Bank of Montreal Can | 832,836 | $24.51M | 0.0% | +10.6% | 0.513% | |
| 8/5/2025 | Hutchens & Kramer Investment Management Group LLC | 20,427 | $617K | 0.3% | -18.2% | 0.013% | |
| 8/5/2025 | Mission Wealth Management LP | 66,023 | $1.94M | 0.0% | +583.3% | 0.041% | |
| 8/5/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 28,831 | $849K | 0.1% | +20.2% | 0.018% | |
| 8/5/2025 | Aviance Capital Partners LLC | 132,360 | $3.90M | 0.5% | +19.0% | 0.082% | |
| 8/5/2025 | Avant Financial Advisors LLC | 311,396 | $9.16M | 7.5% | +16.3% | 0.192% | |
| 8/4/2025 | Integrity Alliance LLC. | 616,269 | $18.14M | 1.0% | +4.2% | 0.380% | |
| 8/4/2025 | Partners in Financial Planning | 12,449 | $366K | 0.1% | N/A | 0.008% | |
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| 8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 13,184 | $388K | 0.1% | +21.4% | 0.008% | |
| 8/4/2025 | Earned Wealth Advisors LLC | 40,115 | $1.18M | 0.2% | +36.3% | 0.025% | |
| 8/4/2025 | IFG Advisory LLC | 108,093 | $3.18M | 0.2% | N/A | 0.067% | |
| 8/4/2025 | Pinnacle Associates Ltd. | 328,564 | $9.67M | 0.1% | +2.3% | 0.202% | |
| 8/4/2025 | REDW Wealth LLC | 28,702 | $845K | 0.3% | +2.1% | 0.018% | |
| 8/4/2025 | Spire Wealth Management | 12,440 | $366K | 0.0% | -18.9% | 0.008% | |
| 8/4/2025 | McMill Wealth Management | 99,350 | $2.93M | 1.0% | +85.8% | 0.061% | |
| 8/1/2025 | JDH Wealth Management LLC | 19,182 | $565K | 0.4% | N/A | 0.012% | |
| 8/1/2025 | Austin Private Wealth LLC | 90,901 | $2.68M | 0.2% | +34.8% | 0.056% | |
| 8/1/2025 | Zhang Financial LLC | 628,904 | $18.51M | 0.9% | -9.9% | 0.387% | |
| 8/1/2025 | Clark Asset Management LLC | 9,932 | $292K | 0.0% | N/A | 0.006% | |
| 8/1/2025 | Equita Financial Network Inc. | 827,164 | $24.34M | 9.7% | -4.9% | 0.510% | |
| 8/1/2025 | Advisory Alpha LLC | 111,753 | $3.29M | 0.1% | +8.5% | 0.069% | |
| 8/1/2025 | Fort Vancouver Investment Management LLC | 18,841 | $554K | 0.4% | +1,030.2% | 0.012% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,239,699 | $36.48M | 0.0% | +5.2% | 0.764% | |
| 7/31/2025 | Wealthfront Advisers LLC | 40,222 | $1.18M | 0.0% | -45.1% | 0.025% | |
| 7/31/2025 | Schoolcraft Capital LLC | 133,275 | $3.92M | 0.8% | -15.1% | 0.082% | |
| 7/31/2025 | Heirloom Wealth Management | 37,776 | $1.11M | 0.3% | +7.3% | 0.023% | |
| 7/31/2025 | CVA Family Office LLC | 24,505 | $721K | 0.1% | +2,238.3% | 0.015% | |
| 7/31/2025 | BIP Wealth LLC | 20,269 | $597K | 0.0% | N/A | 0.012% | |
| 7/31/2025 | Aspen Capital Management LLC | 253,368 | $7.46M | 2.1% | -6.8% | 0.156% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 1,658,961 | $48.82M | 0.7% | +69.1% | 1.022% | |
| 7/31/2025 | Curio Wealth LLC | 37,584 | $1.11M | 0.5% | +110,441.2% | 0.023% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 34,168 | $1.01M | 0.4% | +13.0% | 0.021% | |
| 7/31/2025 | Kathleen S. Wright Associates Inc. | 26,740 | $787K | 0.3% | -10.6% | 0.016% | |
| 7/31/2025 | LJI Wealth Management LLC | 79,167 | $2.33M | 0.4% | +8.2% | 0.049% | |
| 7/31/2025 | Warburton Capital Management LLC | 14,549 | $445K | 0.3% | N/A | 0.009% | |
| 7/30/2025 | Bayshore Asset Management LLC | 45,839 | $1.35M | 0.6% | +486.4% | 0.028% | |
| 7/30/2025 | Granite Harbor Advisors Inc. | 24,956 | $734K | 0.3% | N/A | 0.015% | |
| 7/30/2025 | Freedom Investment Management Inc. | 340,643 | $10.03M | 0.8% | +15.8% | 0.210% | |
| 7/30/2025 | Forum Financial Management LP | 167,291 | $4.92M | 0.1% | +105.3% | 0.103% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 72,260 | $2.13M | 0.1% | -2.2% | 0.045% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 1,412,631 | $41.57M | 1.5% | +12.4% | 0.870% | |
| 7/30/2025 | Brookstone Capital Management | 20,717 | $610K | 0.0% | N/A | 0.013% | |
| 7/30/2025 | Phillips Financial Management LLC | 182,311 | $5.37M | 0.4% | +5.2% | 0.112% | |
| 7/30/2025 | Jackson Thornton Wealth Management LLC | 907,651 | $27.89M | 3.2% | +1.5% | 0.559% | |
| 7/30/2025 | Clune & Associates LTD. | 89,955 | $2.65M | 0.7% | +20.9% | 0.055% | |
| 7/30/2025 | Mills Wealth Advisors LLC | 6,808 | $200K | 0.1% | N/A | 0.004% | |
| 7/29/2025 | Financial Symmetry Inc | 91,564 | $2.70M | 1.4% | +4.5% | 0.056% | |
| 7/29/2025 | Grunden Financial Advisory Inc. | 415,075 | $12.22M | 5.4% | +2.0% | 0.256% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 513,144 | $16.00M | 0.5% | +2.2% | 0.316% | |
| 7/29/2025 | Disciplined Investments LLC | 26,757 | $787K | 0.3% | +5.3% | 0.016% | |
| 7/29/2025 | Schubert & Co | 78,888 | $2.32M | 1.6% | +52.2% | 0.049% | |
| 7/29/2025 | Private Wealth Management Group LLC | 404,590 | $11.91M | 4.0% | +1.8% | 0.249% | |
| 7/29/2025 | Kondo Wealth Advisors Inc. | 9,926 | $300K | 0.1% | +5.2% | 0.006% | |
| 7/29/2025 | Lutz Financial Services LLC | 11,818 | $348K | 0.0% | N/A | 0.007% | |
| 7/29/2025 | Stordahl Capital Management Inc. | 896,666 | $26.39M | 5.9% | +2.8% | 0.552% | |
| 7/29/2025 | Arista Wealth Management LLC | 1,852,406 | $54.52M | 7.5% | +3.9% | 1.141% | |
| 7/29/2025 | Two West Capital Advisors LLC | 84,424 | $2.60M | 1.7% | +1.8% | 0.052% | |
| 7/29/2025 | Werba Rubin Papier Wealth Management | 20,306 | $598K | 0.1% | -14.2% | 0.013% | |
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| 7/29/2025 | Flagstone Financial Management | 32,265 | $950K | 0.3% | N/A | 0.020% | |
| 7/29/2025 | Aire Advisors LLC | 59,293 | $1.75M | 0.3% | +72.5% | 0.037% | |
| 7/28/2025 | Pettinga Financial Advisors LLC | 155,059 | $4.56M | 1.0% | +29.2% | 0.096% | |
| 7/28/2025 | RCS Financial Planning LLC | 305,939 | $9.00M | 4.5% | +1.4% | 0.189% | |
| 7/28/2025 | EQ Wealth Advisors LLC | 234,900 | $6.91M | 4.7% | +9.2% | 0.145% | |
| 7/28/2025 | Mutual Advisors LLC | 45,859 | $1.41M | 0.0% | +5.5% | 0.028% | |
| 7/28/2025 | Ritholtz Wealth Management | 3,210,827 | $94.50M | 2.1% | +31.0% | 1.978% | |
| 7/28/2025 | Sterling Financial Planning Inc. | 277,710 | $8.17M | 2.7% | +19.2% | 0.171% | |
| 7/28/2025 | Delap Wealth Advisory LLC | 48,836 | $1.44M | 0.7% | N/A | 0.030% | |
| 7/28/2025 | RFG Advisory LLC | 330,478 | $9.73M | 0.2% | -31.2% | 0.204% | |
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